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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
926
Circle Wealth Management
New Jersey
$136K -$102K -8,247 -43%
KFGK
927
Keystone Financial Group (Kentucky)
Kentucky
$136K +$127K +10,316 New
TPWA
928
TRUE Private Wealth Advisors
Oregon
$136K +$135K +10,964 New
Cerity Partners
929
Cerity Partners
New York
$135K -$75.2K -6,108 -36%
CFD
930
Creative Financial Designs
Indiana
$134K -$36.2K -2,942 -22%
PAG
931
Pinnacle Advisory Group
Maryland
$134K -$14.5K -1,179 -10%
DA
932
Doliver Advisors
Texas
$134K +$132K +10,700 New
APG
933
Abacus Planning Group
South Carolina
$134K +$132K +10,734 New
BFC
934
Bedel Financial Consulting
Indiana
$134K +$132K +10,757 New
AB
935
Atlas Brown
Kentucky
$133K -$30.7K -2,497 -18%
BAC
936
Boys Arnold & Co
North Carolina
$133K -$27.1K -2,200 -17%
MIA
937
MainStreet Investment Advisors
Illinois
$133K +$131K +10,638 New
MIC
938
Meridian Investment Counsel
California
$133K +$131K +10,643 New
PAM
939
Paradigm Asset Management
New York
$132K +$130K +10,550 New
PI
940
Pettee Investors
Connecticut
$130K -$18.5K -1,500 -13%
GA
941
GFS Advisors
Texas
$130K
IIM
942
Ipswich Investment Management
Massachusetts
$129K
ClearBridge Investments
943
ClearBridge Investments
New York
$129K +$61.6K +5,000 +91%
WSFS
944
Wilmington Savings Fund Society
Delaware
$129K +$128K +10,363 New
LSAG
945
Lake Street Advisors Group
New Hampshire
$129K +$128K +10,367 New
RG
946
Rathbones Group
United Kingdom
$128K -$10.7K -870 -8%
PCA
947
Personal Capital Advisors
California
$128K +$126K +10,211 New
SGCA
948
Steel Grove Capital Advisors
Tennessee
$127K -$38.6K -3,132 -24%
MA
949
MUFG Americas
New York
$127K -$2.04K -166 -2%
CC
950
Cedar Capital
Illinois
$126K +$124K +10,067 New